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Episode Description
Apple reporter Aaron Tilley joins TITV Host Akash Pasricha to discuss Apple's internal efforts to safely incorporate AI agents into the App Store while balancing security risks from "vibe coding" apps. We also look at the big winners of the Cerebras IPO with Julia Hornstein, including OpenAI and Foundation Capital, and get an update from Rocket Drew on the closing arguments in Elon Musk’s trial against OpenAI. Finally, Stephanie Palazzolo explores Modal’s $4.5 billion valuation in the GPU reselling market and we get into Marathon Management Partners’ Gokul Rajaram’s prediction that OpenAI’s advertising business could rival Google and Meta.
Articles discussed on this episode:
https://www.theinformation.com/articles/apple-explores-ways-welcome-ai-agents-app-store
https://www.theinformation.com/articles/cerebras-ipo-winners-include-foundation-benchmark-openai
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Chapters:
00:00 - Introduction
01:13 - Apple Exploring AI Agents for App Store Safety
09:40 - Cerebras IPO: Benchmark and Foundation Capital’s Big Wins
15:17 - Musk v. OpenAI: The "Jackass Trophy" and Closing Arguments
18:56 - Modal Raising at $4.5B Valuation Amid GPU Crunch
25:37 - Gokul Rajaram on OpenAI’s $100B Advertising Opportunity